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Invesco S&P 500 Downside Hedged ETF

21 hedge funds and large institutions have $5.52M invested in Invesco S&P 500 Downside Hedged ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$1.01M 36,269 +36,269 New
UBS Group
2
UBS Group
Switzerland
$923K 33,030 -32,680 -50%
UCFA
3
United Capital Financial Advisors
Texas
$647K 23,167 +49 +0.2%
N
4
Natixis
France
$556K 19,916 -93 -0.5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$487K 17,423 +780 +5%
VF
6
Virtu Financial
New York
$438K 15,702 +15,702 New
LPL Financial
7
LPL Financial
California
$339K 12,119 +2,051 +20%
APA
8
American Portfolios Advisors
New York
$309K 11,048 +9 +0.1%
RIA
9
Regal Investment Advisors
Michigan
$209K 7,466 +7,466 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$163K 5,825
PG
11
Patten Group
Tennessee
$153K 5,480 +5,310 +3,124%
BWA
12
Burt Wealth Advisors
Maryland
$91K 3,265
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$59K 2,100
IA
14
IFP Advisors
Florida
$50K 1,800
CFA
15
Carroll Financial Associates
North Carolina
$23K 854 +3 +0.4%
ASN
16
Advisory Services Network
Georgia
$22K 752 +1 +0.1%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$16K 578
Morgan Stanley
18
Morgan Stanley
New York
$9K 320
AG
19
Advisor Group
Arizona
$8K 288
HI
20
Hudock Inc
Pennsylvania
$5K 210
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-21,916 Closed
SWP
22
Stratos Wealth Partners
Ohio
-3,052 Closed
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
$0 1